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Wednesday, July 24, 2024
FPA Live
FPA Live with Nicole Casperson of Fintech is Femme
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Tuesday, July 16, 2024
Dimensional Fund Advisors
Measuring the Costs of Index Reconstitution: A 10-Year Perspective
Our study shows that an approach constrained to rebalancing on the day an index undergoes reconstitution may suffer from multiple sources of price pressure.
Wednesday, July 10, 2024
FPA Live
FPA Live with Jeff Bush of The Washington Update
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Tuesday, July 9, 2024
FPA Live
FPA Live with Paul Reynolds of Money.com
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Monday, July 1, 2024
FPA Live
FPA Live with Mike McMeans
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Monday, June 24, 2024
Universal Financial Consultants
The Crucial Role Life Insurance Premium Financing Plays in Business Succession Planning
Download this free guide to learn how life insurance premium financing can be the answer to protect against all 3 and provide more benefits for your clients and their heirs.
Tuesday, June 18, 2024
Dimensional Fund Advisors
Indices Acting Active: Index Decisions May Be More Active than You Think
Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether these decisions align with their objectives.
Thursday, June 13, 2024
Modern Life
The End of Noncompetes: Alternatives for Employee Retention
With the recent FTC ban on noncompete agreements, businesses must rethink their strategies for retaining top talent. This white paper explores a compelling alternative—split dollar arrangements—that can help advisors support their business clients to maintain employee loyalty while complying with new regulations.
Tuesday, May 14, 2024
Commonwealth
5 Steps to Tailoring Estate Planning Strategies
No two clients are alike, and neither are their estate planning needs. Digging into the intricacies of each client’s situation is key to tailoring solutions that align with their goals and values.
Friday, April 19, 2024
Universal Financial Consultants
Discover the Key Differences Between Trusts and Wills
As a seasoned financial advisor, you understand the significance of trusts and wills in protecting and controlling wealth. However, delving deeper into these strategies can unveil a world of possibilities for effectively managing estates and maximizing benefits for your affluent clientele.
Monday, April 15, 2024
Nova Healthcare Administrators
Breaking Down Your Health Plan's Network Needs
Navigating health care network solutions can be complicate for employers of all sizes. Dive into this guide to understand the type of network arrangements that fit an organization's unique population.
Monday, April 15, 2024
Dell Technologies
The Next Now: How to Become an Innovation Leader in the Age of AI
Currently, only 18% of organizations worldwide can be classified as "innovative" with mature practices*. That's why Dell Technologies surveyed 6,600 business and IT decision-makers across 40 locations to find out what's preventing organizations from innovating and how they plan to leverage artificial intelligence in the future to drive outcomes.Powered by Lead Marvels, Inc 2024